Saving a Mounted Dashboard as a Subject

Version

Application Scenario

A user can click Save Dashboard As to save a mounted dashboard to the user's directory in My Analysis for business analysis.

In this example, user Alice saves the dashboard Operating Conditions of a Retail Company mounted in the directory as a subject.

Example dashboard: Operating Conditions of a Retail Company under Industry Application > Retail Industry

Data tables used by the dashboard are in the Retail Industry folder under Public Data > Industry Data.

Setting the User Type

Note:

On the Platform User tab page, if No Limit on User Quantity is configured for PC User and its subcategories, skip this section.

If the user quantity is limited for PC User and its subcategories, you need to follow the steps in this section. Otherwise, you cannot save the mounted dashboard in the directory as a subject.

Log in to FineBI as the admin, choose System Management > User Management > Platform User, and set Alice as Designer under PC User > BI User.

Note:

For a BI viewer with the permissions to view the corresponding directory and use the corresponding data tables of a dashboard, the user can view the directory after logging in to FineBI, but cannot save the dashboard as a subject because there is no Save Dashboard As button on the operation bar.

Assigning the Permission to View the Directory

Log in to FineBI as the admin, choose System Management > Permission Management > Common Permission Configuration, and select a department, role, or user as the permission holder.

In this example, select Alice in User's Final Permission, select the Directory Permission tab, and assign user Alice the permission to view the directory Retail Industry.

Assigning the Permission to Use the Data

The dashboard Operating Conditions of a Retail Company uses data in the Retail Industry folder under Public Data > Industry Data. Therefore, you need to assign user Alice the Component Data permission on this folder.

Log in to FineBI as the admin, choose System Management > Permission Management > Common Permission Configuration, and select a department, role, or user as the permission holder.

In this example, select Alice in User's Final Permission, select the Data Permission tab, and assign user Alice the Component Data permission on the Retail Industry folder.

Note:

In FineBI 6.1.2 and later versions, when a user has only the Component Data permission on a directory, the user can preview data in the directory but cannot use the data to edit the dashboard.

If user Alice saves the dashboard as a subject and opens the dashboard, the Data tab page in the saved analysis subject contains no detailed data, with a prompt displaying "The permissions for field xxx are missing and only null data can be displayed.".

Therefore, if user Alice wants to edit and modify a saved analysis subject, you also need to assign the user the permission to use related data.

Note:

If you do not assign user Alice the related permissions, when the user views the dashboard in the directory, an error will occur, with a prompt displaying "You currently have no permission to view the component data. If you have any questions, contact the administrator.", as shown in the following figure.

Effect Display

User Alice (username: Alice; password: 1) logs in to FineBI to view the Operating Conditions of a Retail Company dashboard in Directory.

The user can click the Save Dashboard As button on the top toolbar and set the subject name and storage location.

After clicking OK, the user can save the dashboard as a subject, as shown in the following figure.